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Integrated Financial Solutions, PLLC
INTEGRATED FINANCIAL SOLUTIONS, PLLC is an SEC-registered investment adviser in MESA, AZ. The firm manages $85 million in assets, $77 million on a...
Integrated Financial Solutions, PLLC
INTEGRATED FINANCIAL SOLUTIONS, PLLC is an SEC-registered investment adviser in MESA, AZ. The firm manages $85 million in assets, $77 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Is Integrated Financial Solutions, PLLC a single-family office or multi-family office?
The firm's name and RIA registration suggest a multi-family office structure, serving multiple affluent clients rather than a single family. However, the firm has not publicly confirmed its exact client roster or service model. Its SEC registration as an investment advisor is the primary disclosure available.
What services does Integrated Financial Solutions, PLLC provide?
Based on its SEC filing as a fee-only RIA, the firm likely offers financial planning, portfolio management, and coordination with tax and estate planning professionals. The 'Integrated' in its name suggests a holistic approach, combining investment, tax, and estate strategies for high-net-worth families.
Why is there no public information about the firm's leadership or AUM?
The firm has chosen not to maintain a public website or LinkedIn presence, and its SEC filings do not require disclosure of AUM or named principals for firms below certain thresholds. This level of opaqueness is rare but legal, often indicating a firm that relies exclusively on referrals from existing clients or trust and estate attorneys.
Does Integrated Financial Solutions, PLLC make direct investments or co-investments?
There is no public record of direct investments or co-investments. Given its RIA status, the firm likely focuses on traditional portfolio management using third-party ETFs, mutual funds, separately managed accounts, and perhaps some alternative assets. No direct deal activity has been disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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